EP Wealth Advisors’s Bank of New York Mellon BK Stock Holding History

EP Wealth Advisors’s Portfolio BK Stock Details BK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$868K	Buy
2025 Q1	$559K	Buy
2024 Q4	$504K	Buy
2024 Q3	$355K	Buy
2024 Q2	$234K	Buy
2019 Q1	–	Sell
2018 Q4	$558K	Sell
2018 Q3	$2.88M	Sell
2018 Q2	$3.08M	Sell
2018 Q1	$2.96M	Buy